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Viewing the Report Template of a Master-Detail Report

In the example in this topic, you view the report template that Siebel CRM uses for the Service Request Activity (All) master-detail report.

To view the report template of a master-detail report

  1. Run the Service Request Activity (All) report:
    1. Log in to the Siebel Service application.
    2. Navigate to the Service screen, and then choose All Service Requests across Organizations.
    3. In the All Service Requests across Organizations list, choose an account and then click the Reports button in the application toolbar.
    4. In the Run Report pane, in the Report Name list, choose Service Request Activity (All).
    5. Choose a report output type, and then click Submit.
    6. In the File Download dialog box, choose Open.

      Siebel CRM displays the Service Request Activity (All) report in a browser window. To view this report, see Figure 8.

  2. Open Oracle BI Publisher Desktop.

    For more information, see About Oracle BI Publisher Desktop.

  3. Open the srvreqaa.rtf file that resides in the following folder:

    SIEBEL_SERVER_ROOT\XMLP\TEMPLATES

    For more information, see Directory Structure That Siebel Reports Uses

    The following screen capture includes some of the features that this template uses:

    For example, this template includes the following items:

    • Table for the master record that Siebel CRM displays in a form.
    • Table for each set of child records that Siebel CRM displays in a list.
    • For-each loop that Siebel CRM runs for all master records. It includes the parent form and all child lists.
    • The following condition for the Activity section that prevents Siebel CRM from displaying header information in the Activity section if no activities exist for the service request:

    (<?if:current-group()//ssAction?>)

    For information about how to identify the report template that is associated with a report, see Views You Use to Register Report Templates.

  4. In the Oracle BI Publisher menu, choose Tools, Field Browser, and then Show All.

    The Field Browser dialog box displays, that allows you to view and modify the template. For more information, see Code That Oracle BI Publisher Uses for the Service Request Activity (All) Report Template.

Code That Oracle BI Publisher Uses for the Service Request Activity (All) Report Template

Table 9 describes the code that Oracle BI Publisher uses for the Service Request Activity (All) report template. You can view this code if you use Oracle BI Publisher Desktop to open the Service Request Activity (All) report template. For more information about this code, see Oracle Business Intelligence Publisher Report Designer's Guide, Release 10.1.3.4 available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html). For more information about integration objects, see How Siebel Reports Uses Integration Objects.

Table 9. Code That Oracle BI Publisher Uses for the Service Request Activity (All) Report Template
Syntax
Oracle BI Publisher Code
Description

If

<?if://ssServiceRequest?>

An IF condition that determines if service request record exist, do not exist, or are not displayed.

for-eachgroup: ssServiceRequest

<?for-each-group:ssServiceRequest;
position()?>

The start of a group section that iterates for each record in the Service Request data set.

ssSrNumber
ssAccount
ssStatus

<?ssSrNumber?>
<?ssAccount?>
<?ssStatus?

Field mappings.

If

<?if://ssCreated?>

If condition that does not display the ssCreated field if null.

ssCreated

<?format-date:psfn:totext(ssCreated,
"yyyy-MM-dd'T'HH:mm:ss",
"MM/dd/yyyy hh:mm:ss");
'SHORT_TIME'?>

Field formatting.

End

<?end if?>

End of if condition.

ssSeverity
ssDescription

<?ssSeverity?>
<?ssDescription?>

Field mappings.

If

<?if://ssClosedDate?>

If condition that does not display the ssClosedDate field if null.

ssClosedDate

<?format-date:psfn:totext(ssClosedDate,"yyyy-MM-dd'T'HH:mm:ss",
"MM/dd/yyyy hh:mm:ss");
'SHORT_TIME'?>

Field formatting.

End

<?end if?>

End of if condition.

ssPriority
ssCustomerRefNumber
ssOwner

<?ssPriority?>
<?ssCustomerRefNumber?>
<?ssOwner?>

Field mappings.

for-each:current-group()

<?for-each:current-group()?>

Start of a group section, iterating for each record in the current group (for example, Service Request).

If

<?if:current-group()//ssAction?>

An IF condition that determines if action records exist, do not exist, or are not displayed.

for-each:ssAction

<?for-each:ssAction?>

Beginning of the repeating element group for Action.

If

<?if://ssCreated?>

If condition that does not display the ssCreated field if null.

ssCreated

<?format-date:psfn:totext(ssCreated,
"yyyy-MM-dd'T'HH:mm:ss",
"MM/dd/yyyy hh:mm:ss");
'SHORT_TIME'?>

Field formatting.

End

<?end if?>

End of if condition.

ssCreatedByN
ssOwnedBy
sssStatussType
ssDescription

<?ssCreatedByName?>
<?ssOwnedBy?>
<?ssType?>
<?ssStatus?>
<?ssDescription?>

Field mappings.

end for-each:ssAction

<?end for-each?>

End of the repeating element group for Action.

End if

<?end if?>

The end of the if condition

end for-each

<?end for-each?>

End of current-group() repeating group section.

page break

<?split-by-page-break:?>

Page break after the end of the group section.

end for-each-group: ssServiceRequest

<?end for-each-group?>

End of Service Request group section.

End

<?end if?>

End statement that ends a subroutine.

If

<?if:not(//ssServiceRequest)?>

If condition that prints "No Data Found" at the bottom of the report if there are no records.

End

<?end if?>

End if statement for above condition.
    
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